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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R2
Price$20.20
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. MTRRX (7.75B). MTRRX pays higher dividends than BALFX: MTRRX (2.04) vs BALFX (1.77). BALFX was incepted earlier than MTRRX: BALFX (25 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 11.26 vs. MTRRX (1.08). BALFX return over 5 years is better than : 39.98 vs. MTRRX (10.44).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 11.360 | 7.710 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.77 | 2.04 | 86% |
| Returns for 1 year | 11.26 | 1.08 | 1,043% |
| Returns for 3 years | 36.52 | 11.48 | 318% |
| Returns for 5 years | 39.98 | 10.44 | 383% |
| Returns for 10 years | 75.59 | 37.06 | 204% |
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